Accenture has record Q2 bookings, $5.9 billion of FY2025 generative AI bookings, and elite cash conversion. The decision point is whether AI and managed services can outrun selective consulting demand, U.S. federal pressure, and the cost of reshaping an almost 800,000-person workforce.
Accenture: the AI-services giant fighting a consulting slowdown and a federal-speed bump
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Thesis summary
Accenture has record Q2 bookings, $5.9 billion of FY2025 generative AI bookings, and elite cash conversion. The decision point is whether AI and managed services can outrun selective consulting demand, U.S. federal pressure, and the cost of reshaping an almost 800,000-person workforce.
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